Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,507 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $74.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
861
shares
|
$412,832
0.06% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
859
shares
|
$411,873
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
858
shares
|
$411,393
0.02% of portfolio
|
Q4 2021
Reduced 5.51%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
855
shares
|
$409,955
0.01% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
852
shares
|
$408,516
0.33% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
847
shares
|
$406,119
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
843
shares
|
$404,201
0.28% of portfolio
|
Q4 2025
Added 6.04%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
839
shares
|
$402,283
0.14% of portfolio
|
Q4 2019
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
839
shares
|
$402,283
0.02% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
838
shares
|
$401,804
0.01% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
838
shares
|
$401,804
0.01% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
832
shares
|
$398,927
0.01% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
827
shares
|
$396,529
0.02% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
824
shares
|
$395,091
0.01% of portfolio
|
Q1 2024
Added 0.61%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 19, 2025 Q3 2025 |
823
shares
|
$394,612
0.01% of portfolio
|
Q3 2025
Reduced 94.24%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
818
shares
|
$392,214
0.04% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
814
shares
|
$390,296
0.03% of portfolio
|
Q3 2025
Added 115.92%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
814
shares
|
$390,296
0.17% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
811
shares
|
$388,858
0.12% of portfolio
|
Q1 2025
Added 58.71%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
811
shares
|
$388,858
0.05% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
810
shares
|
$388,378
0.03% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
810
shares
|
$388,378
0.01% of portfolio
|
Q3 2025
Added 21.08%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
806
shares
|
$386,460
0.02% of portfolio
|
Q3 2025
Reduced 41.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
804
shares
|
$385,501
0.01% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
797
shares
|
$382,145
0.09% of portfolio
|
Q2 2025
Reduced 0.75%
|
|